How Do You Create a Retirement “Paycheck?”

There’s one question we hear most often from those nearing retirement, is some variation on this: “How do I get my money out of my retirement plan and into my checking account?” The question is not as simple as it appears – that’s why people ask it. They’re not asking...

Cash Savings: The Rise of “Yield”

Cue opening credits…. Dark clouds gather over the famous Wall Street subway stop as various assets start falling all around – stocks, bonds, and real estate are crashing into the pavement while financial bears approach from every direction…There seems to be...

Do You Need a Budget in Retirement?

You saved diligently, invested carefully, and now you have a sizable nest egg that can most likely replace 80% of your pre-retirement income. Why should you go through the tiresome process of creating a budget? No matter how carefully you plan, many things are out of...

September Investment Update

After the bear market rally in July was extended for the first few weeks of August, Federal Reserve Chairman Powell used the Fed’s annual Jackson Hole symposium to clarify the Fed’s position on future rate increases. Powell was clear that there would be no “Fed Pivot”...